保险经纪公司运营与业务管理康桥保险经纪有限公司-杨珊.pptVIP

业务管理 经纪人手册 (PAM)样本 　客户服务监控 　续保策略 保险安排策略（broking strategy)－timing standards 　保险安排计划（broking plan) 与客户的续保准备会 – timing standards: 10 weeks before renewal - complete information request forms (declarations) - discuss client expectations - review insurer claims service - review and agree your proposed broking strategy - discuss duty of disclosure - secure required underwriting information and additional risk analysis date as agreed - agree upon the content and format of our renewal report - review and agree upon our renewal report timetable 保险经纪公司运营与业务管理－完善的内部管理体系 第三十页，共六十四页。 业务管理 经纪人手册 (PAM)样本 　续保策略 询价文件提交（broking submission) －timing standards：８weeks before renewal 与客户的正式续保会议 – timing standards: no later than 15 days before renewal 　客户服务计划 　保险摘要／保险手册 (timing standards：within 60 day of renewal) -type of policy -insurer(s) -policy number -policy term -description of coverage/extensions/exclusions 保险经纪公司运营与业务管理－完善的内部管理体系 第三十一页，共六十四页。 业务管理 经纪人手册 (PAM)样本 　续保策略 　保险摘要／保险手册 (timing standards：within 60 day of renewal) -limit(s) -deductible(s)/retension(s) -additional insureds -policy territory -cancellation conditions -principal uninsured risks -claims procedures -declaration requirements -account management team -change and development procedure 保险经纪公司运营与业务管理－完善的内部管理体系 第三十二页，共六十四页。 业务管理 经纪人手册 (PAM)样本 　续保策略 　保险摘要／保险手册 (timing standards：within 60 day of renewal) -business description -named insured -important notices/disclosure details -anything else required by the client 　保险文件的审核 保险经纪公司运营与业务管理－完善的内部管理体系 第三十三页，共六十四页。 业务管理 经纪人手册 (PAM)样本 　理赔服务 　establish and document claims handling procedures provide an appropriate claims recording system where required, provide analysis of claims and uninsured losses ensure the selection/appointment of competent loss adjusters, ideally in advance of a loss provide assistance to the client in the preparation and formulation of claims g